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Commits (3)
☝️ **This issue is to be created by @aoetama upon appproval (moved from WIP) meta event issue by Field Marketing, referred to as FMM throughout this issue.**
# EVENT DETAILS
* **FMM Owner:** FMM @
* **Type:** (select one) Conference, Owned Event, Field Event - [*see handbook for event type definitions*](https://about.gitlab.com/handbook/marketing/marketing-sales-development/marketing-programs/#Requesting-Marketing-Programs-Support-for-a-Field-Event)
* **Official Event Name:**
* **Date:** (day of week, date)
* **Location:**
* **Website:**
* **Budgeted Cost:** `FMM fill in`
**Types of Lead Lists we will Receive at Event:**
* Booth Visitors
* Attendees
* No Shows
* Speaking Session
* Workshop
* Dinner
* Party
### [Copy Document for drafting, editing, translation, and final review before Marketo creation >>](https://docs.google.com/document/d/1j43mf7Lsq2AXoNwiygGAr_laiFzmokNCfMHi7KNLjuA/edit#)
# ACTION ITEMS
## Facilitate Tracking of Campaigns in Systems
* [ ] Create Salesforce Campaign @aoetama
* [tbd link to salesforce campaign](https://na34.salesforce.com/701?fcf=00B61000004NY3B)
* [ ] Create Marketo Program @aoetama
* [tbd link to marketo program](https://app-ab13.marketo.com/#MF1521A1)
* [ ] Link MKTO <> SFDC @aoetama
* [ ] Create Finance Tags @aoetama (`MPM request from AP`)
## Create Confirmation Email (`1 month prior to event date`)
* [ ] Write copy for "save the date" calendar event - FMM
* [ ] Write copy for confirmation email - @aoetama
* [ ] Provide translation for "save the date" and confirmation email in Copy Document (international events) - TBD determined by FMM
* [ ] Set up email in Marketo - @aoetama
* [ ] Test email - @aoetama
## Create Registration Landing Page (`1 month prior to event date`)
* [ ] Edit flows for each campaign - @aoetama
* [ ] Write copy for landing page - FMM
* [ ] Check character limits in [tracking doc](https://docs.google.com/spreadsheets/u/1/d/1dKVIZGbbOLoR5BdCqXqCQ40qJlQNif9waTiHc8yWggQ/edit#gid=868164112) - FMM
* [ ] Provide edits in Copy Document - @erica
* [ ] Provide translation in Copy Document (international events) - TBD determined by FMM
* [ ] Place code in www-gitlab-com & create MR - @aoetama
* [ ] Comment FMM into MR when pipeline is approved - @aoetama
* [ ] Review pipeline-approved page - FMM
* [ ] Request merge from an MR approver - @aoetama
* [ ] Test fully functioning page live & notify FMM - @aoetama
## Identify Target Segment (`5 BD before send date`)
* [ ] Provide suggested filters and required capacity of event - FMM
* [ ] Develop target list - @aoetama
* [ ] Review target list on call - @aoetama + FMM
## Create Invitation Email (Write copy by: `insert copy due date` Send: `insert send date`)
* [ ] Write copy for email - FMM
* [ ] Provide edits in Copy Document - @erica
* [ ] Provide translation in Copy Document (international events) - TBD determined by FMM
* [ ] Set up email in Marketo and edit copy as needed - @aoetama
* [ ] Set up calendar invite in Marketo MyTokens = @aoetama
* [ ] Test email & calendar invite - @aoetama + FMM
* [ ] Confirm in issue comments that email is set to send - @aoetama
* [ ] Confirm in issue comments that email went out - @aoetama
## Create Reminder Email (Write copy by: `insert copy due date` Send: `insert send date`)
* [ ] Write copy for email - @aoetama
* [ ] Set up email in Marketo - @aoetama
* [ ] Test email - @aoetama & FMM
* [ ] Confirm in issue comments that email is set to send - @aoetama
* [ ] Confirm in issue comments that email went out - @aoetama
## Create Follow Up Email(s) in Marketo (Write copy by: `insert copy due date` Send: `insert send date`)
* [ ] Write copy for email(s) - specify for attendees/no shows - FMM
* [ ] Content Team provides edits in Copy Document
* [ ] Set up email in Marketo and edit copy as needed - @aoetama
* [ ] Test email - @aoetama & FMM
* [ ] Confirm in issue comments that email is set to send - @aoetama
* [ ] Confirm in issue comments that email went out - @aoetama
## Send List to MPM / MOps (`insert est. list receipt date`)
* [ ] Remove landing page form, if a landing page exists for the event - @aoetama
* [ ] Cleanup list as necessary and designate with notes - FMM
* [ ] Translate international lead lists as necessary - TBD determined by FMM
* [ ] Link to ready-to-upload googledoc of list in issue comments and tag @jjcordz and @aoetama - FMM
* [ ] Upload list to SFDC - @jjcordz
* [ ] Notify in issue when list is uploaded - @jjcordz
* [ ] Lead list created for campaign and shared with XDRs - @jjcordz
Questions refer to [handbook](https://about.gitlab.com/handbook/marketing/marketing-sales-development/marketing-programs/#Requesting-Marketing-Programs-Support-for-a-Field-Event)
fyi @jjcordz
/assign @aoetama
/label ~Events ~"Marketing Campaign" ~"Marketing Programs" ~"MktgOPS \- Action Needed" ~"MPM - Facilitate Tracking"